Creating a Guest or Contact Profile

Prerequisites for Creating a Guest or Contact Profile

Maintaining accurate guest details is vital in providing exceptional guest service. Guest profiles are typically shared across properties in multi-property operations, ensuring guest preferences, notes, loyalty membership and other details are available to users in all your properties.

Contact profiles are a variation of guest profiles and are available when the Contacts OPERA Control is active. Contacts are typically linked to Sales Accounts.

Watch Video

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

2. Click I Want To . . . and from the Create column select Guest Profile or Contact Profile.

3. Complete the following Primary Details:

   1. Name: Enter the last name of the guest or contact.

      Click the Alternate Name link to open the Alternate Name for dialog. Complete the following fields:

      1. Alternate Name: Enter an alternate (last) name (non-western characters) for the profile (available when the Multi-language OPERA Control is active). You can search for the profile using name entered and output this name on stationery.

      2. Alternate First Name: Enter the first name in the national character set.

      3. Alternate Language: Select a language from the list.

      4. Alternate Title: Select a title from the list.

      5. Alternate Salutation: Enter a salutation in the national character set.

      6. Alternate Envelope Greeting: Enter the envelope greeting in the national character set.

      7. Click Save.

   2. Incognito Name: Click to enter the actual name of an incognito guest using a pseudonym-name (available when the Incognito OPERA Control is active). This functionality is used so that details regarding a celebrity guest staying at your property are not exposed to staff or the public. Only users with the Manage Incognito Name for Profiles task assigned to their role(s) can view and update the incognito name. Profile search on incognito name can be conducted and displays the pseudonym name.

      1. Name: Enter the surname of the guest or contact.

      2. First Name: Enter the first name of the guest or contact.

      3. Click Save.

   3. First Name: Enter the first name of the guest or contact.

   4. Middle Name: Enter the middle name of the guest or contact.

   5. Language: Select a language from the list. Language is sent to interfaced systems such as video and voice mail. When the Multi-language OPERA Control is active, all stationery is generated in this language.

   6. Title: Select a title from the list. This list is language specific. Title controls the salutation generated on stationery such as the confirmation letter.

   7. Owner Code: Select a sales owner for the Contact (available when the Owner OPERA Control is active).

   8. Trace Code: Select an Activity trace code from the list to specify standard activities to be created for this contact.  (Available when the Auto Traces OPERA Control is active). For more information, see About Sales Activities Auto Traces

   9. Nationality: Enter or select a nationality from the list. This is also available in Managing Profile Identification and Personal Details.

4. Phone and Email Section:

   1. Add Phone and Email contact details.

   2. Click Add Rows to add additional rows.

   3. Select Primary for primary email and phone contact details.

   4. Refer Managing Profile Communication.

5. Address Section:

   1. Add Address details.

   2. Click New to add additional address details.

   3. Refer Managing Profile Communication.

6. Click Save to save and close or Save and Add More Details to save and open the  Manage Profile Presentation page.